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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,242 | $183,627+57.5% | $155,602+85.9% | $145,978+98.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.71% | 61.32%-58.6pp | 64.81%-62.1pp | 550.52%-547.8pp |
| Employer contribution / active EE | $83 | $5,316-98.4% | $4,675-98.2% | $4,662-98.2% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $94,332 | $19,327+388.1% | $15,923+492.4% | $13,400+604.0% |